Arcus Biosciences Inc

RCUS.US
Healthcare · Biotechnology
27.05
-0.79 (-2.84%)
USD · NYSE

Company Information

Company Name
Arcus Biosciences Inc
Sector
Healthcare
Industry
Biotechnology
Exchange
NYSE
ISIN: US03969F1093
CIK: 0001724521
CUSIP: 03969F109
Currency: USD
Full Time Employees: 601
Phone: 510 694 6200
Fiscal Year End: December
IPO Date: Mar 15, 2018
Description:

Arcus Biosciences, Inc., a clinical-stage biopharmaceutical company, develops and commercializes cancer therapies in the United States. The company's development product portfolio includes Casdatifan, a HIF-2a inhibitor for the treatment of kidney cancer; Domvanalimab, an anti-TIGIT antibody, which is in Phase 2 and Phase 3 clinical trial for lung and gastrointestinal cancers; and Zimberelimab, an anti-PD-1 antibody. It also develops Quemliclustat, a small molecule inhibitor that targets the CD73 enzyme in the ATP-adenosine pathway, which is in phase 3 and phase 1/1b clinical trial for lung and pancreatic cancer. In addition, the company develops AB598, a CD39 antibody, which is in phase 1/1b clinical study for gastrointestinal cancer and AB801, an AXL inhibitor, which is in Phase 1b clinical trial for lung cancer. It has clinical collaboration with AstraZeneca for the Phase 3 PACIFIC-8 trial evaluating domvanalimab and durvalumab in Stage 3 NSCLC and for a Phase 1/1b study evaluating casdatifan and volrustomig in IO-naive patients with ccRCC; BVF Partners L.P. to support the discovery and development of compounds for the treatment of inflammatory diseases; and Bristol-Myers Squibb Company to develop a novel treatment regimen that delivers tumor control in kidney cancer. Arcus Biosciences, Inc. was incorporated in 2015 and is based in Hayward, California.

Address:

3928 Point Eden Way, Hayward, CA, United States, 94545

People

Directors & Officers

Name Title Year Born
Dr. Terry J. Rosen Ph.D. Co-Founder, Chairman & CEO 1960
Dr. Juan Carlos Jaen Ph.D. Co- Founder & President 1958
Mr. Robert C. Goeltz II Principal Financial Officer & CFO 1973
Dr. Richard A. Markus M.D., Ph.D. Chief Medical Officer NA
Dr. K. Christopher Garcia Ph.D. Co-Founder & Member of Scientific Advisory Board NA
Mr. Alexander Azoy CPA Chief Accounting Officer 1976
Dr. Jonathan Yingling Ph.D. Chief Scientific Officer 1969
Pia Eaves Vice President of Investor Relations & Strategy NA
Ms. Carolyn C. Tang J.D. General Counsel & Corporate Secretary 1979
Holli Kolkey Vice President of Corporate Communications NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 05, 2026 Juan C Jaen N/A Sale 31.82K $21.41 $681.33K
Dec 31, 2025 Robert C Goeltz II N/A Sale 6.55K $23.38 $153.19K
Dec 18, 2025 Alexander Azoy N/A Sale 4.34K $22.25 $96.63K
Dec 17, 2025 Alexander Azoy N/A Sale 2.11K $22.16 $46.82K
Dec 17, 2025 Carolyn C Tang N/A Sale 6.81K $22.16 $150.91K
Dec 17, 2025 Jennifer Jarrett N/A Sale 9.98K $22.16 $221.22K
Dec 17, 2025 Juan C Jaen N/A Sale 9.98K $22.16 $221.22K
Dec 17, 2025 Richard Markus N/A Sale 4.49K $22.16 $99.59K
Dec 17, 2025 Robert C Goeltz II N/A Sale 5.96K $22.16 $132.07K
Dec 17, 2025 Terry J Rosen N/A Sale 25.74K $22.16 $570.49K
Dec 16, 2025 Richard Markus N/A Sale 5.05K $21.88 $110.54K
Dec 16, 2025 Terry J Rosen N/A Sale 28.95K $21.88 $633.36K
Dec 16, 2025 Robert C Goeltz II N/A Sale 6.70K $21.88 $146.64K
Dec 16, 2025 Juan C Jaen N/A Sale 11.23K $21.88 $245.60K
Dec 16, 2025 Jennifer Jarrett N/A Sale 11.23K $21.88 $245.60K
Dec 16, 2025 Carolyn C Tang N/A Sale 7.66K $21.88 $167.56K
Dec 16, 2025 Alexander Azoy N/A Sale 2.38K $21.88 $51.99K
Dec 04, 2025 Juan C Jaen N/A Sale 83.00K $24.71 $2.05M
Nov 26, 2025 Alexander Azoy N/A Sale 1.90K $26.00 $49.40K
Nov 18, 2025 Juan C Jaen N/A Sale 5.05K $19.75 $99.74K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 15.23M Mar 31, 2026 12.11% $0.01 1.52%
Vanguard Group Inc 7.96M Dec 31, 2025 6.33% $0.00 20.11%
Wellington Management Company LLP 6.09M Mar 31, 2026 4.84% $0.02 17.46%
State Street Corp 5.41M Mar 31, 2026 4.30% $0.00 18.26%
Suvretta Capital Management, LLC 5.03M Mar 31, 2026 4.00% $2.78 -3.04%
Vanguard Portfolio Management, LLC 4.27M Mar 31, 2026 3.40% $0.00 0.00%
Vanguard Capital Management, LLC 3.86M Mar 31, 2026 3.07% $0.00 0.00%
Woodline Partners LP 3.78M Mar 31, 2026 3.00% $0.31 0.21%
Marshall Wace Asset Management Ltd 3.76M Mar 31, 2026 2.99% $0.08 11.03%
Siren, L.L.C. 3.01M Mar 31, 2026 2.39% $1.80 0.00%
Geode Capital Management, LLC 2.25M Mar 31, 2026 1.79% $0.00 18.09%
Fisher Asset Management, LLC 2.19M Mar 31, 2026 1.74% $0.02 12.34%
Samlyn Capital, LLC 1.91M Mar 31, 2026 1.52% $0.70 18.96%
BNP Paribas Investment Partners SA 1.65M Mar 31, 2026 1.32% $0.04 -1.93%
Dimensional Fund Advisors, Inc. 1.43M Mar 31, 2026 1.13% $0.01 -6.43%
Citadel Advisors Llc 1.33M Mar 31, 2026 1.06% $0.00 1,170.22%
Parkman Healthcare Partners LLC 1.21M Mar 31, 2026 0.96% $2.69 24.64%
Logos Global Management LP 1.20M Mar 31, 2026 0.95% $1.29 0.00%
FMR Inc 1.17M Mar 31, 2026 0.93% $0.00 2.65%
Morgan Stanley - Brokerage Accounts 1.11M Mar 31, 2026 0.89% $0.00 -8.03%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 5.23M 4.16% ▲ 0.02% Jun 30, 2026
2 Vanguard Health Care Inv 4.12M 3.28% ▲ 28.68% Mar 31, 2026
3 Vanguard Total Stock Mkt Idx Inv 2.80M 2.23% ▼ 0.18% Jun 30, 2026
4 State Street® SPDR® S&P® Biotech ETF 2.58M 2.05% ▼ 2.17% Jun 30, 2026
5 iShares Russell 2000 ETF 2.31M 1.84% ▲ 0.60% Jun 30, 2026
6 Vanguard Small Cap Index 1.01M 0.80% ▲ 0.22% Jun 30, 2026
7 Vanguard Institutional Extnd Mkt Idx Tr 1.00M 0.80% ▲ 4.22% Jun 30, 2026
8 Fidelity Select Biotechnology 852.70K 0.68% ▲ 2.48% May 31, 2026
9 BNP Paribas US Small Cap ClassicC 839.75K 0.67% ▼ 11.14% May 31, 2026
10 Fidelity Small Cap Index 829.37K 0.66% ▲ 0.85% Apr 30, 2026

Financial Highlights

Market Cap: $3.50B
EBITDA: $-389.00M
Book Value: $4.18
Earnings/Share: $-3.17
Profit Margin: -156.36%
Operating Margin: -788.24%
ROA (TTM): -23.11%
ROE (TTM): -69.95%
Revenue (TTM): $236.00M
Revenue/Share (TTM): $2.07
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): -39.30%

Valuation Metrics

Enterprise Value: $2.87B
Trailing P/E: 0.00
Forward P/E: 0.00

Shares Statistics

Shares Outstanding: 125.77M
Shares Float: 88.98M
% Insiders: 2,915.50%
% Institutions: 7,261.80%
Short % Float: 16.43%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$247.00M
Cost of Goods Sold
adjust
$-10.00M
Gross Profit
subtotal
$237.00M
SG&A
adjust
$-110.00M
R&D
adjust
$-523.00M
Operating Income
subtotal
$-386.00M
Other / Non-Operating Items
adjust
$33.00M
Net Income
subtotal
$-353.00M

Earnings Per Share (EPS) History

Financial Ratios

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